CUSO Financial Services, L.P.
at Capital Credit Union
Check the background of this investment professional on FINRA BrokerCheck
John Weis is registered through CUSO Financial Services, L.P. (CFS) and works directly with credit union members and business owners to implement solutions that will help them achieve their financial goals. He offers personalized investment strategies focusing on retirement and income planning, college savings, wealth accumulation and wealth preservation. He is committed to providing access to sound and honest investment advice and solutions.
John has 12 years of experience in the financial services industry and has been a licensed securities representative since 2014. He holds his Series 7, 6 and 63 financial securities licenses, as well as State of North Dakota Life and Health Insurance licenses.
Prior to joining Capital Credit Union, John was managing partner of Rocks & Blocks Landscaping, Inc. He holds a Master of Science degree in Criminal Justice Sciences from Illinois State University and bachelor’s degrees in psychology and criminology from the University of Minnesota Duluth.
John is based out of Capital Credit Union’s Main Office in Bismarck and covers all branches. He can be reached at 701.355.7772 or firstname.lastname@example.org.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.